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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,728 | $135,956-6.1% | $123,894+3.1% | $273,972-53.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.29% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $10,022 | $5,170+93.9% | $4,617+117.1% | $4,869+105.8% |
| Participant deferral / active EE | $13,187 | $6,343+107.9% | $5,984+120.4% | $5,287+149.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |